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Rothschild Investment LLC’s Helen of Troy HELE Stock Holding History

Rothschild Investment LLC’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.4K Buy
805
+104
+15% +$2.46K ﹤0.01% 1497
2026
Q1 		$10.1K Buy
701
+658
+1,530% +$11.5K ﹤0.01% 1680
2025
Q4 		$914 Buy
43
+16
+59% +$326 ﹤0.01% 2708
2025
Q3 		$680 Sell
27
-8
-23% -$194 ﹤0.01% 2735
2025
Q2 		$993 Sell
35
-10
-22% -$307 ﹤0.01% 2471
2025
Q1 		$2.41K Buy
45
+5
+13% +$289 ﹤0.01% 1776
2024
Q4 		$2.39K Buy
40
+10
+33% +$665 ﹤0.01% 1702
2024
Q3 		$1.86K Buy
30
+25
+500% +$1.48K ﹤0.01% 1769
2024
Q2 		$464 Buy
+5
New +$507 ﹤0.01% 2068

Other funds holding HELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rothschild Investment LLC's HELE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Helen of Troy (HELE) stake by 15% in Q2 2026, buying an estimated $2.46K and bringing the position to 805 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Rothschild Investment LLC first reported a position in HELE in Q2 2024 and has held it in 9 quarters since. 200 funds tracked by Wall St. Rank hold HELE as of Q2 2026.

  • Rothschild Investment LLC held 805 shares of Helen of Troy worth $23.4K as of Q2 2026.
  • Rothschild Investment LLC bought 104 Helen of Troy shares in Q2 2026, an estimated $2.46K.
  • Helen of Troy made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1497 holding.
  • Rothschild Investment LLC first reported a position in Helen of Troy in Q2 2024 and has held it in 9 quarters since.
  • 200 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.